Attend the MOVE Mini-Summit
Over four days, we’ll bring you four powerful, one-hour sessions featuring insights from outstanding speakers. Best of all, you’ll earn one hour of FREE CPE for each session you attend. It’s the perfect opportunity to expand your knowledge, connect with industry leaders, and gain actionable takeaways to elevate your people and firm as a whole.
Monday, April 28 at 11am EDT
MOVE Mini-Summit Session 1:
Building a Successful Strengths-Based Culture
This webinar centers around the story of how one firm utilized the CliftonStrengths talent assessment system to build a thriving culture. This session will walk through the journey of creating a strengths-based culture – from gaining leadership buy-in to taking meaningful action and celebrating wins.
Attendees will hear real examples of how a CliftonStrengths program was introduced, the strategies used to embed it into daily operations, and the impact it has had on employee engagement, retention, and leadership development. Whether you’re just getting started or looking to strengthen an existing program this session will provide insights and practical take-aways to help you build a sustainable, strengths-focused approach that drives real results.
Tuesday, April 29 at 11am EDT
MOVE Mini-Summit Session 2: Strategies for Creating a Thriving Workplace
What does it really mean to thrive in today’s accounting workplace, and how can individuals and organizations make it happen? This session explores the evolving accounting firm landscape with a focus on the unique challenges women often face and the practical strategies that help professionals build fulfilling, sustainable careers. Backed by current data and insights, we’ll discuss what thriving looks like across different roles and career stages, including key elements like leadership development, mentorship and sponsorship, setting boundaries, and prioritizing well-being.
Attendees will walk away with a clear understanding of how firms can create environments of support, value, and empowerment to succeed. Whether you're early in your career, leading a team, or shaping firm policy, this conversation will offer tools for building a workplace culture where people – and performance – can flourish.
Thursday, May 1 at 11am EDT
MOVE Mini-Summit Session 3:
Amplifying the Belonging Quotient
Belonging doesn’t happen by chance — it’s built with intention. BPM is a firm with a long commitment to diversity, equity, inclusion, and belonging (DEIB), and now, they’re amplifying their impact to create lasting change.
In this session, attendees will discover how BPM engages leaders in advocacy, embeds accountability at the Partner level, and expands opportunities to traditionally underrepresented groups. Join this webinar to learn how BPM leverages annual engagement survey insights, empowers its eight highly engaged Colleague Resource Groups, and how BPM takes a colleague-first approach to strategic planning. Attendees will walk away with practical and tactical strategies to equip champions at all levels of any firm to amplify their belonging quotient.
Friday, May 2 at 11am EDT
MOVE Mini-Summit Session 4:
Inside Bland's Decision to Move to an ESOP
What exactly is an ESOP, and why are more CPA firms exploring it as an alternative to traditional ownership models or private equity investment?
In January 2020, Bland & Associates, P.C. became Nebraska’s first 100% employee-owned CPA firm. Since then, the firm has experienced significant growth, cultural shifts, and new levels of employee engagement. In this session, Bland’s leadership will share why they chose the ESOP path, how it differs from private equity, and what the transition process really looks like.
This is a must-attend session for anyone interested in the future of firm ownership, whether you're a partner, a rising leader, or simply curious about alternatives to the traditional partnership model. Learn how ESOPs can support long-term sustainability, align with your firm’s values, and offer a compelling path forward beyond private equity or status quo succession plans.
